Retirement Income Planning


    In this seminar you will learn the following:

    • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want.
    • Steps to estimate the amount of money you’ll need in retirement to meet your goals, factoring in healthcare costs, taxes, and inflation.
    • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts.

    You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

    *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Date: July 24, 2014
    Time: 12:00 PM - 1:30 PM
    Location: Elevations Credit Union Diagonal Branch, Boulder  ( view map )
    Address: 2960 Diagonal Highway, Boulder CO 80301

    RSVP for Event

    Back to Events Calendar